ALPS Medical Breakthroughs ETF
SBIO
37 hedge funds and large institutions have $51.3M invested in ALPS Medical Breakthroughs ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.
560% more call options, than puts
Call options by funds: $475K | Put options by funds: $72K
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
13% more capital invested
Capital invested by funds: $45.5M → $51.3M (+$5.78M)
9% more funds holding
Funds holding: 34 → 37 (+3)
0.31% less ownership
Funds ownership: 44.84% → 44.53% (-0.31%)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DC
Davenport & Co
Richmond,
Virginia
|
+$2.89M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$692K |
| 3 |
PWA
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
+$524K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$464K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$371K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.08M |
| 2 |
VF
Virtu Financial
New York
|
-$518K |
| 3 |
GS
GTS Securities
New York
|
-$303K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$234K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$158K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| $35.8K | – | – | – |
|
27
First Manhattan
New York
| $14.3K | – | – | – |
|
28
CIBC Private Wealth Group
Atlanta,
Georgia
| $13.4K | +$13.2K | +380 | New |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $11.6K | +$11.3K | +325 | New |
|
|
S
30
SignatureFD
Atlanta,
Georgia
| $7.15K | – | – | – |
|
|
HI
31
Harbour Investments
Madison,
Wisconsin
| $6.22K | +$6.03K | +174 | New |
|
|
ADL
32
Asset Dedication LLC
San Francisco,
California
| $6K | – | – | – |
|
|
FFA
33
Farther Finance Advisors
San Francisco,
California
| $4.51K | – | – | – |
|
34
Bank of Montreal
Toronto,
Ontario, Canada
| $3.85K | – | – | – |
|
|
SL
35
Salomon & Ludwin
Richmond,
Virginia
| $3.58K | – | – | – |
|
|
TRCT
36
Tower Research Capital (TRC)
New York
| $3.58K | – | – | – |
|
|
AFG
37
Albion Financial Group
Salt Lake City,
Utah
| $429 | – | – | – |
|
|
VF
38
Virtu Financial
New York
| – | -$518K | -15,725 | Closed |
|
|
FCAS
39
First Command Advisory Services
Fort Worth,
Texas
| – | -$3.29K | -100 | Closed |
|
|
OP
40
ORG Partners
Roanoke,
Indiana
| – | -$363 | -11 | Closed |
|
SBIO Hedge Fund Activity: Q1 2024 in Review
37 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ALPS Medical Breakthroughs ETF (SBIO) for Q1 2024, worth a combined $51.3M — up 13% from $45.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SBIO positions and 3 closed out — a net gain of 3 holders — while 8 added to existing stakes and 10 trimmed.
The largest buyer was Davenport & Co, adding an estimated $2.89M. The largest seller was Morgan Stanley, cutting an estimated $2.08M.
- 37 institutional investors held ALPS Medical Breakthroughs ETF (SBIO) as of Q1 2024, up from 34 in Q4 2023.
- Funds reported $51.3M of ALPS Medical Breakthroughs ETF stock for Q1 2024, up 13% quarter-over-quarter.
- 6 funds opened new ALPS Medical Breakthroughs ETF positions in Q1 2024 and 3 closed out, a net change of +3 holders.
- The largest ALPS Medical Breakthroughs ETF buyer in Q1 2024 was Davenport & Co, an estimated $2.89M added.
- The largest ALPS Medical Breakthroughs ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.08M sold.
Based on aggregated 13F filings for Q1 2024.